Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33.2K Hold
305
﹤0.01% 1969
2025
Q1
$22.3K Sell
305
-12
-4% -$878 ﹤0.01% 2003
2024
Q4
$26.9K Buy
+317
New +$26.9K ﹤0.01% 1956
2024
Q3
Sell
-3,339
Closed -$269K 1125
2024
Q2
$269K Buy
3,339
+371
+13% +$29.9K ﹤0.01% 1000
2024
Q1
$289K Buy
2,968
+8
+0.3% +$779 ﹤0.01% 960
2023
Q4
$244K Buy
+2,960
New +$244K ﹤0.01% 922